8 best practices for training your staff to work with robotic process automation

RPA training is highly recommended to train the staff that will work with robotic process automation.

Whenever there are changes in processes or implementation of new technologies, training will ensure that the outcome is successful.

While robotic automation is quick and simple to include, understanding how to use the tool is key to improving processes and increasing efficiency.

Undoubtedly, the use of this technology allows employees to focus on strategic and higher value-added activities. In order to take advantage of all the benefits, you need to develop some skills to work with robotic process automation.

The question is, how to empower the team by conducting an APR training? That is what we will explain with this compilation of best practices.

1. Analyze current processes and define business needs

Before thinking and planning for APR training, it is necessary to look deeply into the processes and identify the needs of the company. In this sense, the analysis makes it possible to recognize where to implement robotic automation and what kind of training will be carried out for the teams.

Using process mapping or value stream mapping provides identification of where improvement is emergent. Only after identifying the processes and hiring the ideal solution will it be feasible to plan the robotic automation training.

2. Choose RPA tools and bots

Although it may not seem like a part directly related to RPA training, the choice of tool impacts planning.

Solutions that have low code are simpler to implement, and consequently simpler to empower the team. Likewise, the more user-friendly the platform, the more practical and faster the preparation can be. Obviously, the solution needs to meet the business needs, scalability, security, and integration with internal systems.

The recommendation is to hire a supply company that is a partner to your business. RobotEasy provides specialized professionals that help not only in the implementation, but in all the support and training.

3. Assess your team’s skills

The RPA training aims to train the team to use the tool. Therefore, the first step is to identify the degree of skill and knowledge of the professionals performing the process in question.

This assessment shows which areas need to be developed and empowered. First, look at the technical skills. Then, the ability to understand data and identify patterns, and lastly, communication skills.

Knowledge about the staff’s skills makes it more assertive to plan how robotic automation training should take place.

4. Define the objectives and plan the APR training

This practice is in line with the identification of the company’s needs. In this sense, the goal of RPA training needs to focus on helping the company meet its important goals. Training can be aimed at increasing efficiency, reducing errors, or focusing on customer satisfaction, for example.

Knowing the goals is directly linked to planning. Organizations need to stipulate a budget and the resources that can be used to train staff. Then start a plan about teaching methods, content covered, and the duration. It is also paramount to define whether internal or external consultants will be used and the methodology of the classes.

The teaching content should cover the fundamentals of robotic automation: what it is, how it works, the benefits, best practices, and standards. The transfer of information can be done with webinars, manuals, courses, videos, or, in practice. It is worth emphasizing the importance of explaining, to the professional, how to apply and execute his or her functions and responsibilities using RPA.

The duration of the training varies with the skills of the team. However, it is considerable to have a schedule that allows sufficient time for learning, assimilating knowledge, and practicing new skills.

5. Separate the training into stages or phases

A schedule is also conducive to separating RPA training into small phases or stages. Using this kind of approach gives the team the opportunity for organization. And, the company is able to expand the training to other areas. In other words, it is the guarantee that all sectors will be able to use and take advantage of the technology.

By adopting the training phases, the company has greater control over the teams’ comfort with the tool and the support to meet their demands.

Another issue is the possibility of customizing, testing and adapting the robotic automation as the tool is implemented.

6. Create a way to check learning

By incorporating RPA training phases it is possible to include constant feedbacks throughout the process. In this way it will be easier to identify the areas that are most difficult and where support needs to be increased.

Furthermore, communication and collaboration need to be encouraged. The sharing of ideas, difficulties, solutions, and visions creates an environment for automation to match reality. Transparent communication enhances the culture of knowledge exchange and also innovation.

7. Provide a secure and supported environment

Without a doubt, the best way to learn to work with robotic automation is to apply the skills in practice. To achieve this, RPA training must cover realistic scenarios and data. Creating simulations provides the opportunity for deeper learning, in a safe environment, with support and assistance.

One simulation practice is to assign a list of tasks to teams to complete with RPA. In this way, they are allowed to perform tests, make mistakes, and learn through experience.

Another advantage is that new users can get usage guidance and support from experienced users. Use the environment to explain the relationship between the tasks, who will design, develop, test, deploy, and monitor the robots. In this way, the person, or team, responsible for process management.

8. Evaluate the results and reorganize, if necessary

Before taking the RPA training as completed, evaluate the results and check if the staff is able to use the robots.

The success of the training can be measured by checking how many employees have completed it, their satisfaction with the training, how confident they feel about using robotic automation, and the positive impact of the software on employee productivity.

With the results of these indicators, leaders can expand training, or, adjust what is needed.

The qualification process, especially in technology, is constant. So keep your RPA training up to date and apply it whenever there are changes in business environments or processes. This look at continuous improvement provides the opportunity to find new possibilities for the use of RPA while preserving the company’s efficiency, success, and profitability.

With these 8 practices, and having a quality RPA provider, RPA training will be successful. And, the company will be able to enjoy all the benefits and advantages of robotic automation.

Compartilhe:

Conteúdos Relacionados

robô clicando no teclado

How does robotic process automation leverage other technologies?

Robotic process automation alone optimizes processes. But when combined, RPA leverages other enterprise technologies....
homem na frente do computador

Monitoring and Auditing with RPA

Performing monitoring and auditing with RPA provides the ability to identify non-conformities, detect suspicious activities, and simplify management....